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Baroda Mid-cap Fund- Plan B (Direct) - Growth Option (defunct)

Baroda BNP Paribas Mutual Fund · Equity · mandate: ≥65% in mid-caps (101st–250th by market cap) · benchmark: NIFTY Midcap 150 TRI (TRI proxy)
AUM (all plans)
Active return /yr (full)
10.8%
Score
57
Rank (Score, pool)
#12 of 38
Percentile (full, pool)
50
IR vs benchmark
CAGR (absolute)
31.4%
Max drawdown
-33.3%
Months of data
109
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Cumulative active return

2019202020212022-2512Cumulative active return vs benchmark, %
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.

Equity curve

201320142015201620172018201920202021202268272477Fund (NAV=100)Benchmark: NIFTY Midcap 150 TRICategory median (Mid)

Drawdown

2013201420152016201720182019202020212022-33-170Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY22*9.7%8.6%1.59885.7%18.7%28.5%11
FY230
FY240
FY250
FY260
FY27*0
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly active returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019-2.0+0.9+0.7-0.3+2.9+0.0+1.4-3.8-2.7+0.3-2.7
2020+1.3+2.7+5.4-3.5+1.7-3.2+0.4-1.6+1.6+0.3-1.5-1.0+2.3
2021-1.4-1.9+0.6-0.3-0.8+2.3+2.8-0.0+0.9+2.0+1.6+2.6+8.4
2022-2.4-0.3-2.7
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013-9.6-3.8+5.7-3.4-6.9-11.6-7.7+9.7+6.4+0.3+3.1-18.5
2014-6.9-2.1+19.2+4.0+21.7+8.6-6.8+0.1-1.5+6.7+0.3-0.7+46.1
2015-0.9-0.3-5.7-1.8+3.5-0.7+1.8-10.7-3.1+0.0+4.2-1.7-15.1
2016-9.2-11.5+10.1+0.4-2.2+6.7+4.6+7.3+0.0+3.5-6.8-4.3-3.9
2017+6.3+4.8+4.7+5.9-3.6+1.4+4.2-0.2-0.9+7.0+4.5+4.0+44.8
2018-2.9-1.9-1.7+7.8-6.5-4.3+4.2+2.5-12.3-2.3+1.2+3.1-13.8
2019-2.4-0.9+6.3-2.3+3.1-1.8-5.8-0.9+4.9+1.0-0.7+0.2+0.1
2020+6.6-2.9-22.2+11.0-0.1+8.1+4.8+6.9+3.4+0.5+13.3+4.4+32.8
2021-1.2+9.9+2.5+1.2+5.5+7.1+6.0+2.2+6.9+2.3+0.3+5.4+59.4
2022-3.5-7.0-10.3

Quarterly average AUM & estimated net flows

201320142015201620172018201920202021036AUM (quarter avg), ₹cr
-12
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.